Works closely with the head of ISG and the ISG leadership team to continuously evaluate and refine the ISG strategy and priorities and ensure robust communication with the team and key stakeholders (internally and externally)
Defines product roadmap development in partnership with product leads and client journey work
Evaluates current-state client segmentation framework and leads the development of future state framework to meet business priorities
Develops long term strategy and changes for product offerings by client segment- e.g., develops business case and priorities to streamline mass affluent/HNW for UHNW
Develops senior executive ready communications and presentations that clearly outline strategic priorities.
Leads short- and long-term projects from framing strategic problems to executing analysis, driving insights, developing recommendations and implementation enabled by a small team of project managers.
Research relevant industry developments and evaluates marketplace innovation, trends and potential implication
Leads initiative planning and prioritization across ISG including Leads ISG capacity and functional review initiatives, leveraging ECOM and other tools to identify opportunities to better utilize talent and capacity
Drives prioritization of transformation priorities across partners and channels and gains commitment and alignment
Desired Skills:
15+ years of experience at a strategy consulting firm or strategy function within a large company
Bachelor's degree required.
Experience in investment products and platforms preferred
Highly collaborative and influential leader who can promote change outside of areas of direct influence
Strategic thinker who can build business case for change and drive execution of strategic priorities
Seamless ability to shift from high level strategy to execution and ownership of outcomes
Executive communication skills- ability to build compelling business cases on highly complex/technical topics that are senior executive ready